Financial Counselor

RemoteWorker US; Dallas (TX); On-site; USD 45,000 - 69,000; Full time

Job summary

A leading company in the finance sector seeks a Financial Counselor to serve high-net-worth clients in Canada from the U.S. This role emphasizes client relationship management and portfolio strategy while supporting the firm's fiduciary commitment. Join a culture focused on professional development and exceptional client service.

Benefits

100% paid medical, dental and vision premiums

50% 401(k) match, up to IRS maximum

20 days of PTO, plus 10 paid holidays

Family Support programs

Qualifications

• CFA (passed any level) required.
• 4+ years of experience in portfolio management.
• Strong focus on client satisfaction.

Responsibilities

• Build trusting relationships with Canadian clients.
• Proactively connect with clients to review asset allocations.
• Educate clients on portfolio strategy and market events.

Skills

Client Relationship Building

Portfolio Management

Consultative Approach

Education

Bachelor's degree

Job description

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Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.

The Day-to-Day

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

• Work with our Canadian clients to build a trusting and professional relationship
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
• Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
• Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  
  

Qualifications

• CFA (passed any level) and Series 65 (we will help you obtain upon starting)
• 4+ years of experience with portfolio management and client relationship building
• Bachelor's degree
• A thoughtful consultative approach with an emphasis on client focus
  
  

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
  
  

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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